Features
Real-Time Reporting & Analytics
Gain instant visibility with real-time reporting and live dashboards tailored to your business. Track key metrics, monitor activities, and make data-driven decisions on the spot.
Dashboards & KPIs
- See all key metrics in one real-time view.
- Compare performance across teams, regions, clients, or locations.
- Drill down from high-level KPIs to detailed field data.
- Spot issues early and identify top or low performers.
Custom Reports & Data Export
- Build custom reports by selecting and arranging the fields you need.
- Combine data from visits, tasks, sales, forms, photos, or inventory.
- Filter, group, and sort data to match any workflow.
- Export full datasets to Excel or CSV for deep analytics or BI tools.
Scheduled & Automated Reports
- Send reports automatically on a daily, weekly, or monthly schedule.
- Choose PDF, Excel, or CSV file formats.
- Assign reports to specific teams, roles, or regions.
- Design workflows or alerts that trigger immediate action when specific field data requires urgent attention.
Role-Based Dashboards & Filtering
- Create dashboards with charts, tables, and KPI widgets.
- Control access so each role sees only the data relevant to them.
- Apply advanced filtering by time, customer, region, product, brand, category, or any custom field.
- Save frequently used dashboard views for quick access.
Historical Trends & Performance Analytics
- Track performance trends weekly, monthly, or yearly.
- Compare current performance with past results to understand changes.
- Drill down to specific stores, products, teams, or workflows.
- Share dashboards or reports easily via link or export.
Other Features
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